Fillable Plan for today, tomorrow and the future

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Plan for today, tomorrow and the future

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401(k)(s), 403(b)(s)
*
Traditional IRAs, SEPs and
SIMPLE IRAs
*
Annuities
Brokerage/investment accounts
*
Cash/bank accounts
*
Roth IRAs, Roth 401(k)(s)
*
Cash-value life insurance
Education savings accounts
(e.g., 529 plan)
Other assets
*
(e.g., house, personal property)
TOTAL
or ___ % of salary
(client)
or ___ % of salary (co-client)
Mortgage(s)
Credit card(s)
Other loans
(e.g., car, boat)
Other liabilities
TOTAL
What are your assets and liabilities?
My assets Current value Annual
contributions/savings
Employer contributions
My liabilities
Balance Monthly payment
$
$
$
Estimated net worth
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
My retirement goal
*
By when (mo/yr)? Goal amount (today’s $)
My other goals (e.g., education, home improvements, vacation home, travel)
What are your goals?
______
_________________________________________________________________
Goal 1
_________________________________________________________________
Goal 2
_________________________________________________________________
Goal 3
_________________________________________________________________
$
$
$
$
Plan for today, tomorrow and the future
$
Client name
*
_______________________________
Co-client name
*
____________________________
Birth date
*
__________
Birth date
*
__________
Today’s date
____________
My Financial Prole
*Required for publishing preliminary goal status
$
$
$
$
$
Children’s names ___________________________ Birth date __________
___________________________ Birth date __________
___________________________ Birth date __________
Life insurance death benet
Long-term care daily benet
Disability insurance benet
Life insurance death benet
Long-term care daily benet
Disability insurance benet
How are you insured today?
What are your estimated income and expenses?
My annual expenses today
Essential expenses
Do you anticipate your future expenses to:
increase decrease stay the same unsure
Lifestyle expenses
(e.g., mortgage, rent, food, utilities, medical, liability payments) (e.g., hobbies, entertainment, travel)
Financial statements: Retirement plans, 401(k)(s),
403(b)(s), brokerage, IRAs, Social Security
statements
Insurance policies: Life, disability, long-term care,
auto & home, umbrella
Recent tax return
$
$
$ $
$ $
$ $
Data gathering is one part of the nancial planning process. The nancial advisor may provide retirement planning analysis and/or
recommendations.
Ameriprise Financial Planning Service is optional, offered separately and priced according to the complexity of your case and your nancial
advisor’s practice fee schedule. Your fees and nancial advisor may change over time.
For information on our privacy practices and to view our privacy notice, please visit ameriprise.com/privacy.
Ameriprise Financial and its afliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their
specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved. 246559-1 T (2/22)
**If you are retired, include your retirement income from these sources.
Salary/bonuses/self-employment
*
(Income is required if employed)
Social Security
**
(Consult your annual Social Security
Estimate or visit www.ssa.gov/estimator)
Pension income
*
Other
(e.g., rental, part-time work)
My annual income today Client Co-client
$
$
$
$
$
$
$
$
Recent pay stub (if applicable)
Basic estate documents: Will, healthcare directive/
living will, power of attorney, trust(s)
Employer benets information: Enrollment
conrmation and/or benets summary/handbook
For Ameriprise clients: You can send this form and supporting information securely online. Log in to the secure site on ameriprise.com,
upload this and other les in the Documents section and share with your advisor. Not registered? Visit am
eriprise.com/register.
If you are not an Ameriprise client: You can either print your completed form and bring it to your next advisor
meeting or ask an advisor to invite you to securely share documents on the Ameriprise guest secure site.
Client Co-client
or ___ % of salary (if group coverage) or ___ % of salary (if group coverage)
What to bring to your conversation with your advisor
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Plan for today, tomorrow and the future

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Completed 3 April 2022

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